Custom fields for extra metadata
Add your own typed fields, like account number or amount, and filter by them.
3 min read · Updated June 28, 2026
When categories, tags, and contacts aren't enough, custom fields let you capture the specific details you care about, an account number, a renewal amount, a policy start date, and then filter your vault by them.
Typed fields
Each field has a type, so its value is stored, displayed, and filtered correctly. There are about a dozen, including text and long text, number, whole number and monetary, date, yes/no, URL, single and multi select, a link to another document, and a person.
- 1Open Settings → Library → Custom fields and choose Add custom field.
- 2Name it and pick a type (for select kinds, add the options).
- 3Set its value on any document, then filter the vault by Field.
Good to know
Custom fields are part of the paid plans. See Plans and storage limits.
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